Resources
The Walled Lake Planning & Wealth Management Team has compiled the resources on this page to help you gather your financial information, interpret what you find, and make informed choices. Explore these tools to learn more about your options and feel more confident in your financial decisions.
Retirement Planning
Social Security Administration
Access your current Social Security statements and manage your benefits and information.
AARP
Access articles, tools, and discounts to help you navigate and enjoy your retirement years.
Healthcare
Medicare
Review your Medicare coverage options and learn about costs, plans, and protections.
Income Adjustment Form
Request an adjustment to your Income-Related Monthly Adjustment Amount after an income drop with Form SSA-44.
Public Health Insurance
Find out if you’re eligible for public health insurance, learn about essential health benefits, and compare plans.
Education Planning
College Scorecard
Search and compare colleges by field of study, admissions, results, and location.
Federal Student Aid
Find and apply for scholarships and other student aid with the Department of Education’s resources.
PowerSchool - Naviance
Help K-12 students prepare for their futures with personalized college, career, and education planning tools.
BOLD
Explore resources to help you plan and save effectively for your child’s education goals.
Saving For College
Explore 529 plans, refinance student loans with top lenders, and access college savings advice.
Find a 529 Education Plan
Illinois
Utah
Charitable Planning
Donor Advised Funds
Discover how Donor-Advised Funds can enhance your giving and maximize your tax benefits.
Qualified Charitable Distributions
Explore the benefits of Qualified Charitable Distributions for tax-efficient charitable contributions.
GuideStar - 501(c)(3) Organizations
Find nonprofit descriptions and transparency information to aid your charitable planning with GuideStar.
Mail Management
USPS Informed Delivery
Receive notifications of upcoming mail and packages in your email inbox.
UPS My Choice
Track packages, manage deliveries, and stay in the know with this tool from UPS.
FedEx Delivery Manager
Get delivery alerts, request to redirect packages, and place delivery holds with this FedEx tool.
CatalogChoice
Reduce unwanted paper mail sent to your home or office with this nonprofit’s services.
Other Resources
Unclaimed Property
Find out if you or your loved ones have unclaimed property held by state governments and treasuries.
Financial Planning Calculators & Tools
Use Fidelity’s financial planning calculators and tools to plan your budget, retirement, and investments efficiently.
FTC Scam Alerts
Stay informed about the latest scams and learn how to avoid, report, and recover from them.
GetHuman
Skip the robots and long phone menus and just speak to a human.
